See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,119 |
Filed as: GLOBAL REITREMENT PARTNE Service code 27 · EIN 47-1411118 | Advisory (Plan) | $57,641 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,227 | $96,486+35.0% | $153,485-15.2% | $77,643+67.7% |
| Participation rate | 95.8% | 81.6%+14.2pp | 77.1%+18.8pp | 70.6%+25.3pp |
| Annual return | 13.19% | 14.44%-1.3pp | 15.65%-2.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $4,189 | $5,224-19.8% | $5,039-16.9% | $2,726+53.7% |
| Participant deferral / active EE | $8,993 | $6,609+36.1% | $6,757+33.1% | $4,647+93.5% |
| Admin fee / account holder | $267 | $182+46.3% | $12,724-97.9% | $430-38.0% |